+86,780.4%
FIX vs JHX
+2,357.9%
+84,422.4%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | JHX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -1.7% | +4.1% | +2.9% |
| 7D | +6.1% | +4.5% | +1.5% | +4.7% |
| 30D | -2.7% | -1.2% | -1.4% | -2.4% |
| 3M | -10.9% | +32.8% | -43.7% | -18.4% |
| 6M | +29.0% | +41.2% | -12.2% | +15.5% |
| YTD | +76.9% | +43.9% | +33.0% | +57.4% |
| 1Y | +130.7% | +48.0% | +82.7% | +102.4% |
| 3Y | +790.7% | +1.2% | +789.5% | +714.6% |
| 5Y | +2,185.6% | -22.6% | +2,208.2% | +2,104.1% |
| 10Y | +5,993.3% | +111.5% | +5,881.8% | +4,111.2% |
| All | +86,780.4% | +2,357.9% | +84,422.4% | +38,586.1% |
Cumulative growth
Daily Returns
Daily percentage return beside JHX.
Daily Out/Under-Performance
Portfolio return minus JHX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JHX return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded JHX wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling